Purchases and Sales Made in Q2 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 2024. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
23+ 0.98% |
$4.61K - $4.91K
|
2.37K
$535K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 2.24% |
$4.41K - $4.69K
|
1K
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.66% |
$4.41K - $4.69K
|
1.35K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
22+ 0.18% |
$4.41K - $4.69K
|
12K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21+ 1.66% |
$4.21K - $4.48K
|
1.29K
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20+ 1.49% |
$4.01K - $4.27K
|
1.37K
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
20+ 1.49% |
$4.01K - $4.27K
|
1.37K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.23% |
$4.01K - $4.27K
|
8.8K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 1.41% |
$4.01K - $4.27K
|
1.44K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20+ 0.67% |
$4.01K - $4.27K
|
2.98K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
18+ 1.8% |
$3.61K - $3.84K
|
1.02K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
18+ 1.71% |
$3.61K - $3.84K
|
1.07K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
18+ 0.41% |
$3.61K - $3.84K
|
4.36K
$984K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
17+ 3.62% |
$3.41K - $3.63K
|
487
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
17+ 0.6% |
$3.41K - $3.63K
|
2.85K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 1.79% |
$3.41K - $3.63K
|
967
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
16+ 0.22% |
$3.21K - $3.41K
|
7.32K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 2.38% |
$3.21K - $3.41K
|
687
$155K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
15+ 0.16% |
$3.01K - $3.2K
|
9.51K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
15+ 0.17% |
$3.01K - $3.2K
|
8.66K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
15+ 0.22% |
$3.01K - $3.2K
|
6.96K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
15+ 1.28% |
$3.01K - $3.2K
|
1.19K
$268K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
15+ 0.93% |
$3.01K - $3.2K
|
1.63K
$369K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14+ 0.45% |
$2.81K - $2.99K
|
3.13K
$707K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.4% |
$2.81K - $2.99K
|
3.52K
$795K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
14+ 0.21% |
$2.81K - $2.99K
|
6.83K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.81K - $2.99K
|
14
$3.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14New |
$2.81K - $2.99K
|
14
$3.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 1.01% |
$2.81K - $2.99K
|
1.4K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13+ 1.32% |
$2.61K - $2.77K
|
999
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 3.51% |
$2.41K - $2.56K
|
354
$79.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
12+ 0.04% |
$2.41K - $2.56K
|
31.6K
$7.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
12+ 1.0% |
$2.41K - $2.56K
|
1.21K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 52.17% |
$2.41K - $2.56K
|
35
$7.9K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.83% |
$2.41K - $2.56K
|
1.45K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11+ 0.24% |
$2.21K - $2.35K
|
4.6K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.35K
|
5.53K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.33% |
$2.21K - $2.35K
|
3.35K
$756K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.71% |
$2.01K - $2.13K
|
1.41K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10+ 0.21% |
$2.01K - $2.13K
|
4.75K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9+ 0.13% |
$1.8K - $1.92K
|
6.82K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
9+ 0.22% |
$1.8K - $1.92K
|
4.14K
$935K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$1.8K - $1.92K
|
2.58K
$583K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9+ 0.22% |
$1.8K - $1.92K
|
4.08K
$922K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9New |
$1.8K - $1.92K
|
9
$2.03K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9+ 0.94% |
$1.8K - $1.92K
|
969
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
9+ 0.43% |
$1.8K - $1.92K
|
2.08K
$470K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
8+ 0.07% |
$1.6K - $1.71K
|
11.3K
$2.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 400.0% |
$1.6K - $1.71K
|
10
$2.26K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8+ 0.12% |
$1.6K - $1.71K
|
6.5K
$1.47M
|